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  • Home » Jefferies

Jefferies

  • Analysis

    Share Market & Budget

    According to Wood, if the government decides to increase the capital gains tax in the Budget 2024, the stock market could experience a major upheaval,

  • Analysis

    Zomato vs ONDC: Another round of public vs private good

    ONDC is a public market and these E-commerce apps are exclusive private markets just like a mall or a lavish food court

  • Earnings Review

    Brokerages upgrade Bharti Airtel after a 300% jump in profits

    CLSA forecasts a 15% consolidated EBITDA by FY24 and has increased the price target to Rs 860 from earlier Rs 810.

  • Earnings Review

    Here's why brokerages have upgraded HDFC stock

    HDFC is seeing strong growth in housing loan disbursement leveraging demand. High buffer provisions at 1.3% helps bring down credit costs.

  • Earnings Review

    Despite widening of loss analysts are bullish on Tata Motors

    Tata Motors should witness a gradual recovery from Q2FY22 lows as supply-side issues ease and commodity headwinds stabilize

  • Earnings Review

    ITC demonstrates all-round recovery in Q2FY22, brokerages upbeat

    Inexpensive valuation and robust dividend and FCF (Free Cash Flow) yield of 5% remain key attractions making the risk-reward highly favourable.

  • Earnings Review

    Axis Bank Q2 performance: Here's what brokerages have to say

    Axis Bank demonstrated strong asset quality but posted a weak PPoP. The bank also lagged peers in loan & PPoP growth.

  • Earnings Review

    Why analysts are bullish on Tech Mahindra?

    Tech Mahindra is trading at a discount to large peers despite improving growth profile, healthy deal wins and 5G opportunities.

  • Earnings Review

    Brokerages see more upside for ICICI Bank post strong Q2 performance

    ICICI Bank is transitioning well from being a Beta stock to an Alpha stock and this should be key to a re-rating.

  • Earnings Review

    HDFC Bank outlook: Check out what brokerages have to say

    HDFC Bank's improved growth momentum could aid rerating for the stock, Jefferies said in a note.

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